778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
626
Versant Capital Management
Arizona
$47.3K
TIM
627
Tortoise Investment Management
New York
$42.3K
TWD
628
True Wealth Design
Ohio
$42.1K
CFD
629
Creative Financial Designs
Indiana
$39.4K
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.2K
SCM
631
Sterling Capital Management
North Carolina
$38.4K
OAJ
632
Ogorek Anthony Joseph
New York
$38K
SIM
633
Sentry Investment Management
Wisconsin
$37K
PFBT
634
Parkside Financial Bank & Trust
Missouri
$33.6K
CPBTD
635
Central Pacific Bank - Trust Division
Hawaii
$30.2K
BCWM
636
Bartlett & Co Wealth Management
Ohio
$29.7K
UOTTAIMCU
637
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.2K
BIA
638
Bell Investment Advisors
California
$27.3K
OWP
639
ORG Wealth Partners
Texas
$26K
CMP
640
Coston McIsaac & Partners
Maine
$24K
CCM
641
Chilton Capital Management
Texas
$23.4K
WBC
642
West Branch Capital
Massachusetts
$22.3K
FHC
643
First Horizon Corporation
Tennessee
$22.3K
GRP
644
Global Retirement Partners
California
$20.8K
FFO
645
Fortitude Family Office
Arizona
$20.8K
HIA
646
Harbor Investment Advisory
Maryland
$20.2K
HDIM
647
Hanson & Doremus Investment Management
Vermont
$20K
OP
648
ORG Partners
Indiana
$19.2K
GKIM
649
GW&K Investment Management
Massachusetts
$19K
SCA
650
Stuart Chaussee & Associates
California
$18.9K